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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1251
Monroe Bank & Trust
Michigan
$10K – – –
PCTC
1252
Perkins Coie Trust Company
Washington
$10K – – –
SIS
1253
Sound Income Strategies
Florida
$10K – – –
FMA
1254
FNY Managed Accounts
New York
$10K +$10.3K +106 New
SP
1255
SWS Partners
Ohio
$9K – – –
SFA
1256
Spectrum Financial Alliance
Kentucky
$9K +$9.73K +100 New
RWM
1257
Raffa Wealth Management
District of Columbia
$7.39K +$7.5K +77 New
EWM
1258
Elmwood Wealth Management
California
$7.35K +$7.5K +77 New
AWA
1259
Acorn Wealth Advisors
Michigan
$7K – – –
RAM
1260
Riggs Asset Management
Pennsylvania
$6K – – –
SWMG
1261
Signature Wealth Management Group
Georgia
$6K – – –
PSC
1262
Prentiss Smith & Co
Vermont
$5K – – –
JA
1263
JOYN Advisors
Georgia
$5K +$4.58K +47 New
ECM
1264
Exchange Capital Management
Michigan
$5K +$4.87K +50 New
QAM
1265
QCI Asset Management
New York
$5K +$5.55K +57 New
SLF
1266
Sun Life Financial
Ontario, Canada
$3.72K -$1.37M -14,094 -98%
WCAMG
1267
Woodard & Company Asset Management Group
North Carolina
$3K -$31.6K -325 -92%
CFD
1268
Creative Financial Designs
Indiana
$3K -$3.02K -31 -48%
IF
1269
Ironwood Financial
Arizona
$3K -$2.43K -25 -45%
BWL
1270
Bogart Wealth LLC
Virginia
$3K – – –
CPA
1271
Clear Perspective Advisors
Illinois
$3K – – –
HCM
1272
Horrell Capital Management
Arkansas
$3K – – –
OFW
1273
Omnia Family Wealth
Florida
$3K – – –
SC
1274
Sawyer & Company
Massachusetts
$3K – – –
SIAS
1275
Shine Investment Advisory Services
Colorado
$3K – – –
49 50
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